Chief Operating Officer
Guideline is an all-inclusive 401(k) provider designed for growing businesses. Our robust technology handles all plan administration, including setup, enrollment, education, recordkeeping, investment management, compliance, and reporting. Guideline is the first full-service 401(k) with straightforward pricing of one flat fee per participant and no management or advisory fees.
I enjoy developing new markets and helping startups find and refine their product market fit. I recently joined Guideline to develop a new market for 401(k) plans for small businesses.
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